Hi All,
We are a security system installers based in NY.
We joined Monday about a year ago but it seems we are not using it for its full capacity.
Some of the features we need to set up are CRM, Project Management, Filed service management, invoice tracking and more.
Please contact us if you are a Monday.com expert and /or have experience with setting something like this.
Thank you
Hi there @Moshe_Sherlock
I would appreciate the opportunity to discuss your plans further to see if CarbonWeb can solve this. We have a wealth of experience when it comes to CRM and Project Management but we actually specialize in Field Management solutions. We have been working with monday.com users to create their perfect workflow component by component.
If it makes sense I would be happy to set up some time with you to go over your plans. Feel free to schedule with me here: Consultation - Ricky
Feel free to also send me an email. Good luck with everything!
Best regards,
VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co
Good morning @Moshe_Sherlock and welcome to the Monday.com community.
We at Trix Solutions would be happy to provide the services that you need to address your issue. We have over a decade of combined experience designing, customizing, and managing CRM solutions across multiple platforms including Monday.com and Salesforce.
If you are interested in having us work for you, please feel free to fill out our Project Inquiry Form, and we would be happy to get back to you!
Thank you for your time, and I wish you all the best,
Andrew Shatz
CTO / Principle Monday Expert
Hey @Moshe_Sherlock Welcome to the community!
looks like your posted at the right time of day for partner activities haha. If you are looking for additional partners to discuss your needs with I’d be happy to sit down and talk with you through your monday.com needs. I have set up many customers and users with CRM, Project Management and Automated invoicing on monday.com I also specialize in custom integromat integrations. Which many of my clients use for automated invoicing with: wave, xero, quickbooks etc…
If you are interested in chatting about whether we are a good fit together go ahead and book some time here: Calendly - Tim Little
Best!
If you are still looking for help, I’d be happy to meet with you and see if our team might be able to assist you.
A bit about us, our team has specialized in Monday.com for three years now, and we love the software! Our team consists of Monday.com experts, project managers, and a developer/Zapier expert, so you will never have to wait for answers. We provide an all-in-one system, where we dream up and implement the processes you need with ease and provide ongoing support.
We offer a complimentary 1-hour initial meeting to review your current setup, and I can show you options going forward. You can book a session through this link (Calendly - Lauren Bemister )
I look forward to hearing from you.
Lauren
Kick Consulting
(https://www.kickconsulting.com.au/ 1)
Hi All,
Thank you all for the prompt replies.
Looking forward to our meetings.
Hi @Moshe_Sherlock.
My name is Bianca, and I am a freelancing monday Expert.
I specialise in CRM and Project Management workflows.
I’m also highly experienced with teams who have been on monday for a while, but not getting maximum efficiency
Feel free to email me at biancajclement@gmail.com if you’d like to have a conversation.
Hi @Moshe_Sherlock ,
We here at Upstream, have wonderful Monday and integration Experts, and will be more than happy to help you out. We specialize in integrations as well as Automations for Monday platform. Please feel free to contact us so we can help you utilize the Monday platform and help you optimize your outcome.
Kind Regards,
Hi Moshe,
If you are still looking out for some help, I would be interested as what you are needing done is well within my area of expertise.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes and Have a great day ahead,
Andrew
